1001 Haxall Point
Suite 703
Richmond, Virginia 23219
Tel: 804-525-9249
CAP91 PARTNERS MANAGEMENT LLC, formally registered with the SEC as CAP91 PARTNERS MANAGEMENT LLC. The firm was established in 05/18/2023. They have over 1 offices throughout the country.
CAP91 PARTNERS MANAGEMENT LLC is a Richmond, Virginia based Financial Planning firm with nearly $454,787,702 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 324057 |
SEC# | 801-128004 |
Assets Managed by Firm | $454,787,702 |
No. of Clients | 2 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2 | $454,787,702 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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